SPAS
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Spectrum Planning & Advisory Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Spectrum Planning & Advisory Services’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,971
Closed -$236K – 44
2021
Q4 		$236K Buy
2,971
+75
+3% +$5.96K 0.21% 46
2021
Q3 		$227K Buy
+2,896
New +$227K 0.22% 42